-technical stakeholders (Financial Advisors, Sales, Compliance). Present analysis findings, proposed solutions, and trade-off... Familiarity with regulatory frameworks affecting financial advisors Experience in analysing and integrating with APIs and third...
reflects this. Job Description RE5 (Advantageous) Manages a small to medium-sized team of advisors to develop, maintain... for concessions (e.g., price reduction) that gain the customer's agreement. Sales Opportunities Creation Identify potential...
and challenges faced by financial advisors today. Your main goal will be to empower advisors throughout EMEA by developing... that aligns with our business goals. Collaborate with sales and investment teams to build effective prospecting and client...
Family Sales Cluster Metropolitan Life Remote Opportunity None of the time Location - Country South Africa Location... Purpose Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the...
Family Sales Cluster Metropolitan Life Remote Opportunity None of the time Location - Country South Africa Location... Purpose Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the...
Family Sales Cluster Metropolitan Life Remote Opportunity None of the time Location - Country South Africa Location... Purpose Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the...
all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career..., your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth...
. You will support Advisors and Partners by building data-driven insights, developing research packs, and contributing to live M..., LinkedIn Sales Navigator, and market intelligence platforms to source and validate data. Draft clear, professional research reports...
. You will support Advisors and Partners by building data-driven insights, developing research packs, and contributing to live M..., LinkedIn Sales Navigator, and market intelligence platforms to source and validate data. Draft clear, professional research reports...
your financial product knowledge to facilitate seamless introductions to UK advisors. The role rewards initiative, consultative... to manage leads, activity logs, and reporting Book qualified meetings for UK-based commercial finance advisors Collaborate...
your financial product knowledge to facilitate seamless introductions to UK advisors. The role rewards initiative, consultative... to manage leads, activity logs, and reporting Book qualified meetings for UK-based commercial finance advisors Collaborate...
strong, lasting relationships with their financial advisors. We know that you have hopes for your future – your career, your personal... development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our client...
such as Agricultural Products Division SA, Safex desk, agricultural advisors, credit agricultural department, and farmers associations... and seminars to retain or gain new business. Sales Management: Market new and existing products to customers. Ensure the...
firm and its advisors Support marketing campaigns for new services like turnaround and exit planning Draft layout briefs..., media contributions, and thought leadership Collaborate with the Origination team to align content with outreach and sales...